Phreesia, Inc.
PHR- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001412408
In the last 90 days, Phreesia, Inc. insiders filed 0 open-market purchases and 4 sales; 227 institutions reported holding it in 13F filings for Q2 2026, worth $598.3M in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Phreesia, Inc. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 191
- +16 vs. Q2 2024
- Shares held
- 55.2M
- +6.29M (+12.9%) vs. Q2 2024
- Total value
- $1.26B
- +$218.4M (+21.1%) vs. Q2 2024
- New holders
- 34
- 71 more added
- Sold out
- 18
- 48 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PHR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 227 | $598.3M |
| Q1 2026 | 246 | $496.0M |
| Q4 2025 | 231 | $981.3M |
| Q3 2025 | 235 | $1.42B |
| Q2 2025 | 224 | $1.67B |
| Q1 2025 | 223 | $1.44B |
| Q4 2024 | 192 | $1.38B |
| Q3 2024 | 191 | $1.26B |
| Q2 2024 | 176 | $1.14B |
| Q1 2024 | 190 | $1.25B |
| Q4 2023 | 187 | $1.20B |
| Q3 2023 | 176 | $975.1M |
| Q2 2023 | 193 | $1.58B |
| Q1 2023 | 207 | $1.62B |
| Q4 2022 | 180 | $1.58B |
| Q3 2022 | 181 | $1.24B |
| Q2 2022 | 164 | $1.26B |
| Q1 2022 | 175 | $1.32B |
| Q4 2021 | 178 | $2.02B |
| Q3 2021 | 179 | $3.05B |
| Q2 2021 | 186 | $2.93B |
| Q1 2021 | 188 | $2.18B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Phreesia, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 28,369 | $646.5K | 0.05% | +6,914+32.2% | Added |
| Legacy Advisors, LLC | 29,010 | $661.1K | 0.07% | 00.0% | Unchanged |
| Deutsche Bank AG | 29,250 | $666.6K | 0.00% | +6,725+29.9% | Added |
| Corebridge Financial, Inc. | 29,590 | $674.4K | 0.00% | +2,188+8.0% | Added |
| Janus Henderson Group PLC | 29,631 | $675.1K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 30,441 | $693.8K | 0.11% | +30,441 | New |
| Bridgewater Associates, LP | 30,445 | $693.8K | 0.00% | −31,869−51.1% | Reduced |
| MetLife Investment Management | 30,781 | $701.5K | 0.00% | +1,120+3.8% | Added |
| WoodTrust Financial Corp | 31,000 | $706.0K | 0.10% | 00.0% | Unchanged |
| STRS Ohio | 31,200 | $711.0K | 0.00% | +4,000+14.7% | Added |
| Quest Partners LLC | 31,296 | $713.2K | 0.06% | +30,723+5,361.8% | Added |
| ExodusPoint Capital Management, LP | 31,894 | $727.0K | 0.01% | +14,522+83.6% | Added |
| CenterBook Partners LP | 32,960 | $751.2K | 0.05% | −15,361−31.8% | Reduced |
| Trexquant Investment LP | 34,286 | $781.4K | 0.01% | +34,286 | New |
| M&T Bank Corp | 35,127 | $800.6K | 0.00% | +1,535+4.6% | Added |
| UBS Group AG | 39,650 | $903.6K | 0.00% | +15,594+64.8% | Added |
| Tudor Investment Corp Et Al | 39,731 | $905.5K | 0.01% | +39,731 | New |
| Invesco Ltd. | 39,892 | $909.1K | 0.00% | +800+2.0% | Added |
| Citigroup Inc | 40,049 | $912.7K | 0.00% | +28,845+257.5% | Added |
| Legato Capital Management LLC | 40,411 | $921.0K | 0.11% | +12,767+46.2% | Added |
| Balyasny Asset Management LLC | 41,624 | $948.6K | 0.00% | +41,624 | New |
| SG Americas Securities, LLC | 41,849 | $954.0K | 0.00% | +41,849 | New |
| Sherbrooke Park Advisers LLC | 42,567 | $970.1K | 0.22% | +11,133+35.4% | Added |
| Bessemer Group Inc | 46,196 | $1.05M | 0.00% | +5,074+12.3% | Added |
| Gsa Capital Partners LLP | 49,553 | $1.13M | 0.09% | +39,993+418.3% | Added |
| Diker Management LLC | 50,000 | $1.14M | 0.91% | 00.0% | Unchanged |
| California State Teachers Retirement System | 51,643 | $1.18M | 0.00% | +225+0.4% | Added |
| Legal & General Group Plc | 51,704 | $1.18M | 0.00% | +468+0.9% | Added |
| Jane Street Group, LLC | 52,350 | $1.19M | 0.00% | −57,430−52.3% | Reduced |
| Alliancebernstein L.P. | 56,500 | $1.29M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 63,476 | $1.45M | 0.00% | −35,413−35.8% | Reduced |
| Lazard Asset Management LLC | 66,244 | $1.51M | 0.00% | −126,392−65.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 66,676 | $1.52M | 0.00% | −1,118−1.6% | Reduced |
| Boston Partners | 67,413 | $1.54M | 0.00% | +90.0% | Added |
| Voloridge Investment Management, LLC | 67,467 | $1.54M | 0.01% | −114,089−62.8% | Reduced |
| Price T Rowe Associates Inc | 69,236 | $1.58M | 0.00% | +3,292+5.0% | Added |
| PDT Partners, LLC | 75,303 | $1.72M | 0.15% | −200.0% | Reduced |
| Rhumbline Advisers | 77,875 | $1.77M | 0.00% | −4,261−5.2% | Reduced |
| Conestoga Capital Advisors, LLC | 78,085 | $1.78M | 0.02% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 87,574 | $2.00M | 0.00% | +87,574 | New |
| Barclays PLC | 94,929 | $2.16M | 0.00% | +43,225+83.6% | Added |
| Macquarie Group Ltd | 96,298 | $2.19M | 0.00% | −11,042−10.3% | Reduced |
| Allianz Asset Management GmbH | 97,065 | $2.21M | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 97,085 | $2.21M | 0.36% | +8,460+9.5% | Added |
| Moody National Bank Trust Division | 100,230 | $2.28M | 0.24% | +32,854+48.8% | Added |
| Bullseye Asset Management LLC | 100,263 | $2.29M | 1.05% | 00.0% | Unchanged |
| Swiss National Bank | 106,500 | $2.43M | 0.00% | +2,200+2.1% | Added |
| Russell Investments Group, Ltd. | 107,392 | $2.45M | 0.00% | +5,218+5.1% | Added |
| Norges Bank | 110,716 | $2.52M | 0.00% | −82,027−42.6% | Reduced |
| Birchview Capital, LP | 114,700 | $2.61M | 2.26% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 117,849 | $2.69M | 0.47% | +36,406+44.7% | Added |
| Nuveen Asset Management, LLC | 133,165 | $3.03M | 0.00% | +5,255+4.1% | Added |
| Squarepoint Ops LLC | 149,654 | $3.41M | 0.01% | −100,742−40.2% | Reduced |
| Dimensional Fund Advisors LP | 165,820 | $3.78M | 0.00% | −6,174−3.6% | Reduced |
| Voya Investment Management LLC | 175,667 | $4.00M | 0.00% | +158,057+897.5% | Added |
| Bank of New York Mellon Corp | 180,765 | $4.12M | 0.00% | −33,665−15.7% | Reduced |
| SEI Investments Co | 181,574 | $4.14M | 0.01% | +16,247+9.8% | Added |
| Intrinsic Edge Capital Management LLC | 275,325 | $6.27M | 0.78% | +63,237+29.8% | Added |
| State of Wisconsin Investment Board | 300,723 | $6.85M | 0.02% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 301,003 | $6.86M | 0.05% | −152,731−33.7% | Reduced |
| Neuberger Berman Group LLC | 307,864 | $7.02M | 0.01% | +80,496+35.4% | Added |
| Peregrine Capital Management LLC | 316,796 | $7.22M | 0.22% | −37,811−10.7% | Reduced |
| Citadel Advisors LLC | 336,435 | $7.67M | 0.01% | +25,091+8.1% | Added |
| ArrowMark Colorado Holdings LLC | 343,206 | $7.82M | 0.10% | −37,809−9.9% | Reduced |
| Morgan Stanley | 348,021 | $7.93M | 0.00% | +108,048+45.0% | Added |
| Millennium Management LLC | 356,771 | $8.13M | 0.01% | +356,771 | New |
| Goldman Sachs Group Inc | 382,804 | $8.72M | 0.00% | +60,137+18.6% | Added |
| Bellevue Group AG | 422,406 | $9.63M | 0.16% | −20,935−4.7% | Reduced |
| Charles Schwab Investment Management Inc | 447,239 | $10.2M | 0.00% | +16,112+3.7% | Added |
| Bank of America Corp | 452,731 | $10.3M | 0.00% | +19,413+4.5% | Added |
| Schroder Investment Management Group | 495,933 | $11.3M | 0.01% | +63,991+14.8% | Added |
| Northern Trust Corp | 536,415 | $12.2M | 0.00% | +12,587+2.4% | Added |
| Deerfield Management Company, L.P. (Series C) | 544,448 | $12.4M | 0.19% | +352,101+183.1% | Added |
| Blair William & Co | 679,974 | $15.5M | 0.05% | −45,526−6.3% | Reduced |
| Riverbridge Partners LLC | 753,229 | $17.2M | 0.23% | −25,416−3.3% | Reduced |
| TimesSquare Capital Management, LLC | 868,409 | $19.8M | 0.30% | +19,395+2.3% | Added |
| GW&K Investment Management, LLC | 1,156,896 | $26.4M | 0.23% | −49,099−4.1% | Reduced |
| Geode Capital Management, LLC | 1,245,797 | $28.4M | 0.00% | +55,934+4.7% | Added |
| State Street Corp | 1,327,586 | $30.3M | 0.00% | +88,517+7.1% | Added |
| Franklin Resources Inc | 1,497,631 | $31.5M | 0.01% | +42,973+3.0% | Added |
| Granahan Investment Management Inc | 1,455,647 | $33.2M | 1.30% | +270,895+22.9% | Added |
| UBS Asset Management Americas Inc | 1,535,028 | $35.0M | 0.01% | −278,429−15.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,627,965 | $37.1M | 0.02% | −159,602−8.9% | Reduced |
| Greenhouse Funds LLLP | 2,247,313 | $51.2M | 2.53% | +402,282+21.8% | Added |
| Rock Springs Capital Management LP | 2,282,500 | $52.0M | 1.69% | −135,000−5.6% | Reduced |
| Champlain Investment Partners, LLC | 2,503,837 | $57.1M | 0.34% | +97,847+4.1% | Added |
| Capital International Investors | 2,593,063 | $59.1M | 0.01% | 00.0% | Unchanged |
| Vanguard Group Inc | 4,762,062 | $108.5M | 0.00% | +93,215+2.0% | Added |
| BlackRock, Inc. | 5,240,558 | $119.4M | 0.00% | +5,240,558 | New |
| Brown Advisory Inc | 5,686,124 | $129.6M | 0.16% | −81,992−1.4% | Reduced |
| FMR LLC | 6,697,395 | $152.6M | 0.01% | −44,054−0.7% | Reduced |
| AXA S.A. | 0 | $0 | 0.00% | −142,188−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −85,088−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −31,285−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −15,858−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −13,160−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −12,785−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −10,456−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,361−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −9,882−100.0% | Sold out |